Paul Schatz (CRD# 2241878) is an Investment Advisor Representative working at Heritage Capital, LLC in Woodbridge, CT and has over 30 years of experience in the finance industry.
CRD# 3063448
Northwestern Mutual Investment Services,llc
CRD# 3178067
Belpointe Asset Management LLC
CRD# 2392225
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Capital LLC | Woodbridge, CT | Jun 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
- CT
- FL
- MA
- NY
- TX
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts644ACCOUNTS
-
Average Account Value$159,219
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CT, FL, MA, NY, RI, TX
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